Legacy Choice Memberships

Choose the Right Membership to Grow Through Acquisition.

Advisor Legacy memberships are designed to help financial advisors strategically grow their business through practice acquisition.

Whether you are just exploring opportunities or ready to make a purchase, Essential and Elite memberships give you access to listings, coaching, and acquisition resources built to help you move forward with confidence.

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Built for Strategic Growth

A Smarter Way to Prepare for Acquisition.

Acquisition can be a powerful way to grow, but the strongest buyers do more than wait for the right listing. They prepare early, understand their numbers, clarify their criteria, and know how to move when the right opportunity appears.

Legacy Choice memberships help advisors build that readiness with access to listings, buyer education, coaching, and resources designed specifically for advisory practice acquisitions.

Whether you are learning what it takes to buy, actively evaluating opportunities, or building a long-term acquisition strategy, there is a membership path that fits where you are.
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Who It’s For

Built for Advisors Committed to Strategic Growth

Memberships are designed for advisors who want to grow intentionally, improve buyer
readiness, and pursue acquisition opportunities with structure.
01

Growth-Minded Advisors

Financial advisors who want to expand revenue, deepen client relationships, and build business equity.

02

First-Time Buyers

Advisors exploring acquisition for the first time and looking for a clearer, less overwhelming path.

03

Strategic Acquirers

Experienced buyers who want better access, better preparation, and more structured support.

Who It’s For

Built for Advisors Committed to Strategic Growth

Memberships are designed for advisors who want to grow intentionally, improve buyer readiness, and pursue acquisition  opportunities with structure.

Access Listings

View acquisition opportunities and practice listings as they become available.

Improve Buyer Readiness

Use coaching and tools to strengthen your position before conversations begin.

Understand Deal Economics

Learn how valuation, cash flow, financing, and transition planning shape the deal.

Move With Confidence

Get support that helps you make smarter decisions throughout the acquisition process.
Membership Options

Choose the Level of Support That Fits Your
Acquisition Goals

Start with free access or upgrade to Elite for deeper buyer coaching, resources, and
service discounts.
Explore Opportunities

Essential

For advisors who want access to practice listings and a basic entry point into the acquisition process.

  • Access to practice listings
  • Opportunity to bid on practices
  • Limited buyer resources and tools
  • Good starting point for acquisition exploration
Buyer Readiness + Support

Elite

For advisors who want deeper acquisition support, buyer coaching, full resource access, and discounts on Advisor Legacy services.

  • Access to practice listings
  • Opportunity to bid on practices
  • Buyer profile coaching
  • Monthly buyer coaching group
  • Earnings model for buyer
  • Full buyer resources and tools
  • Discounts on Advisor Legacy services
$19 / Month

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How It Works

Get Started in
Three Simple Steps
01

Choose Your Membership

Select Essential or Elite based on where you are in your acquisition journey.

02

Complete Registration

Activate your membership and set up access to the buyer resources and listings available to you.

03

Start Engaging

Access listings, use resources, join coaching, and begin building your acquisition strategy.

WHAT ADVISORS SAY

Advisors Who Built Their Legacy

These are real advisors who worked with Advisor Legacy to build stronger firms, live
with more clarity, and leave on their own terms.
❝
David H.
David H.
Independent Financial Advisor

Working with Advisor Legacy gave me clarity on what my practice was actually worth — and a roadmap for what came next. They understand this industry in a way most consultants simply don’t.

❝
Aubrey Herman
Aubrey Herman
Wealth Manager

The coaching process changed how I see my role in my own firm. I stopped being the bottleneck and started being the architect. That shift has been transformational.

❝
Marjorie Larson, CFP®
Marjorie Larson, CFP®
Retiring Practice Owner

Advisor Legacy walked us through the entire transition — valuation, deal structure, and close. They protected our clients and our team every step of the way.

❝
David H.
David H.
Independent Financial Advisor

Working with Advisor Legacy gave me clarity on what my practice was actually worth — and a roadmap for what came next. They understand this industry in a way most consultants simply don’t.

❝
Aubrey Herman
Aubrey Herman
Wealth Manager

The coaching process changed how I see my role in my own firm. I stopped being the bottleneck and started being the architect. That shift has been transformational.

❝
Marjorie Larson, CFP®
Marjorie Larson, CFP®
Retiring Practice Owner

Advisor Legacy walked us through the entire transition — valuation, deal structure, and close. They protected our clients and our team every step of the way.

❝
Andy Huggins, CFP®
Andy Huggins, CFP®
Advisory Practice Owner

I had no idea how to value what I'd built. After the valuation process, I felt confident for the first time — about the number, and about what to do with it.

❝
Brian Britt, CFP®
Brian Britt, CFP®
Independent Advisor

The PracticeProtect program gave me — and my clients — peace of mind. Knowing there's a plan if something unexpected happens is something every advisor should have.

❝
Craig Donowho, CFP®
Craig Donowho, CFP®
Practice Seller

From deal structuring to close, the Advisor Legacy team was there. They understood the emotional side of transition just as much as the financial side. That made all the difference.

❝
Andy Huggins, CFP®
Andy Huggins, CFP®
Advisory Practice Owner

I had no idea how to value what I'd built. After the valuation process, I felt confident for the first time — about the number, and about what to do with it.

❝
Brian Britt, CFP®
Brian Britt, CFP®
Independent Advisor

The PracticeProtect program gave me — and my clients — peace of mind. Knowing there's a plan if something unexpected happens is something every advisor should have.

❝
Craig Donowho, CFP®
Craig Donowho, CFP®
Practice Seller

From deal structuring to close, the Advisor Legacy team was there. They understood the emotional side of transition just as much as the financial side. That made all the difference.

Build a Stronger Buyer Profile Before the Right Opportunity Appears.


Whether you are exploring or actively pursuing acquisitions, Legacy Choice memberships help you prepare with the right access, tools, and support.

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